Data Import into Zoho CRM (including Notes)

Published 07 May 2020

#Zoho CRM

Description

Import all of your business data into Zoho CRM with Import2 Wizard. With a simple process, you can upload accounts, contacts, leads, deals, activities and even notes without complex steps. Choose to import via CSV file or even directly from another app.

1. Connect your Zoho CRM account

2. Choose an import via CSV or App to App

3. Select the type of data you are importing, and map your fields

4. Start the import and see the results within Zoho

Automate your data import tasks

Use Auto-import to perform regular data uploads into your business apps. Learn more

Your familiar CSV import, but better

Import2 Wizard helps you bring the data you want into the tools you use - whether it be contacts, accounts, deals, tickets, customers, emails, tasks, notes and more. Learn more

Move data directly between your business apps

Import2 Wizard allows you to move data directly between your business apps, giving you the freedom to move data anywhere you need it. Learn more